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Bernardo Wealth Planning LLC: TSLL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernardo Wealth Planning LLC on TSLL, newest first. How the timeline and the estimate are built.

Bernardo Wealth Planning LLC held 21,490 TSLL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,490 shares
    Change vs previous 13F +511 shares

    0.05% of the 13F portfolio, value $304,297.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,979 shares
    Change vs previous 13F +1,009 shares

    0.05% of the 13F portfolio, value $254,889.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,970 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $381,627.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,970 shares
    Change vs previous 13F -1,000 shares

    0.08% of the 13F portfolio, value $421,567.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,970 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $248,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).